13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
XTEN

BONDBLOXX ETF TRUST

199 institutions still hold BONDBLOXX ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C812·199 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.9%
vs prior quarter
13F value held
$679M
60.0% inst. owned
of float
Holders
199
-131 QoQ
filers reporting
Activity
+41 / −104
+862 added · −838 reduced
this quarter
Concentration
20.29%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

199 institutions reported XTEN in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 20.3% of the visible book. -131 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$138M3.0M0.04%Q1 202602
Prime Capital Investment Advisors, LLC
CIK 0001731446
$91M2.0M1.05%Q1 202603
JPMORGAN CHASE & CO
CIK 0000019617
$76M1.7M0.00%Q1 202604
OneDigital Investment Advisors LLC
CIK 0001690370
$71M1.5M0.69%Q1 202605
Gradient Investments LLC
CIK 0001542265
$39M859K0.61%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$37M815K0.00%Q1 202607
Virtue Capital Management, LLC
CIK 0001729985
$28M603K4.20%Q1 202608
Northland Capital Management LLC
CIK 0001693032
$26M566K14.20%Q1 202609
Cerity Partners LLC
CIK 0001566475
$24M525K0.03%Q1 202610
Austin Private Wealth, LLC
CIK 0001800328
$23M500K1.72%Q4 202511
Horst & Graben Wealth Management LLC
CIK 0001818207
$20M442K2.78%Q1 202612
Arax Advisory Partners
CIK 0001586767
$19M407K0.53%Q1 202613
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$18M394K0.20%Q1 202614
One Wealth Advisors, LLC
CIK 0001725297
$17M363K2.07%Q1 202615
AE Wealth Management LLC
CIK 0001697723
$12M251K0.06%Q1 202616
Heck Capital Advisors, LLC
CIK 0002046227
$10M224K0.76%Q1 202617
DUTCH ASSET Corp
CIK 0002115141
$8M182K5.62%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$7M159K0.01%Q1 202619
Daviman Financial, LLC
CIK 0002104394
$7M159K4.30%Q1 202620
Mayflower Financial Advisors, LLC
CIK 0001852930
$7M158K0.88%Q1 2026
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